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Disclosery

Simplicity Wealth,LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on SPYG, newest first. How the timeline and the estimate are built.

Simplicity Wealth,LLC held 173,137 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,137 shares
    Change vs previous 13F +147,285 shares

    0.7% of the 13F portfolio, value $20,601,581.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,852 shares
    Change vs previous 13F +439 shares

    0.14% of the 13F portfolio, value $2,531,170.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,413 shares
    Change vs previous 13F -2,266 shares

    0.16% of the 13F portfolio, value $2,711,652.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,679 shares
    Change vs previous 13F -7,762 shares

    0.17% of the 13F portfolio, value $2,892,747.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,441 shares
    Change vs previous 13F +16,609 shares

    0.14% of the 13F portfolio, value $3,378,197.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,832 shares
    Change vs previous 13F -3,296 shares

    0.12% of the 13F portfolio, value $1,513,540.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,128 shares
    Change vs previous 13F -486 shares

    0.41% of the 13F portfolio, value $1,945,027.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,614 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,875,613.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).